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Wills skills: estate planning for blended families (NSW)

Course ID WN211105_WEP1

  • Webinar
  • 3
  • Foundation
  • 2.5 CPD POINTS

Blended families, where one or both partners have children from a previous relationship, are common today, and their existence can make estate planning an especially tricky area. Skilful and effective estate planning ensures that all of the client's intended beneficiaries are provided for in the event of the client's death and the potential for conflict within the family is minimised.

Join our half-day course on estate planning for blended families to:

  • Gain an understanding of how to tackle client objectives
  • Learn about possible strategies, estate planning advantages, and risks including:
    • Outright gifts
    • Mutual wills contract
    • Discretionary trusts
    • Non-estate assets; and
  • Be informed about the risks of excluding children from prior relationships

Facilitated by:

  • Katelin Whitley, Principal, Bestic Law, and Accredited Specialist, Wills and Estates
  • Paul Evans, Partner, Makinson d’Apice, Accredited Specialist, Wills and Estates

Feedback from past attendees:

  • “Effective delivery in a meaningful way with helpful illustrations.”
  • “The presenters communicated very well and were highly skilled in the area of presentation.”
  • “The two presenters provided real world information in a complimentary format where they worked well together to provide information and analysis. They covered the issues I have need for knowledge about.”

At the end of this webinar, you may claim 2.5 CPD points.

The time listed for this course is Australian Eastern Daylight Savings Time (AEDT). Please note any time differences if you are registering from QLD, WA, SA, NT or from outside Australia.

Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.

Price

Full Price $247.50

Alumni/Member Price $222.75

Dates

Start date:

10 November 2021

End date:

10 November 2021

Time:

9.00am AEDT - 12.00pm

Overview

9.00am: Welcome and overview

 

9.05am: Session 1
  • Outright gifts
  • Life estates
  • Mutual wills
  • Complex families and relationship changes

 

10.20am: Stretch break

 

10.30am: Session 2
  • Testamentary discretionary trusts
  • Superannuation death benefits trusts
  • Family trust
  • Equalisation clause
  • Marriage
  • Foreign client/beneficiary

 

12.00pm: Close

 

Designed for

The webinar is ideal for solicitors in general practice, lawyers and specialists in elder law, wills and estates, property law, medico law, estate planning specialists, probate lawyers and staff, family law practitioner and new solicitors (years 1-5 in practice).

This webinar is produced in NSW and features NSW based practitioners. This webinar is available to all NSW based practitioners.

 

Claiming CPD Units

If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.

If you hold a Western Australian practising certificate, please refer to the course description above as to whether you are eligible to earn CPD points for this activity.

 

Mandatories Covered

Professional Skills

 

Presenter biography

Katelin Whitley Principal, Bestic Law Accredited Specialist, Wills & Estates

Katelin Whitley is the principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.

She has considerable experience advising and acting on contested estate litigation, including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.

She works on both simple and high-level estate planning and acts on estate administrations, including large and complex estates.

Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and a Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012 and is a Notary Public.

 

Paul Evans Partner, Makinson d’Apice, Accredited Specialist, Wills and Estates

Paul is an Accredited Specialist in Wills and Estates Law, a member of the NSW Law Society's Specialist Accreditation Wills and Estates Advisory Committee, and a member of the Society of Trust and Estate Practitioners.

For the past three years, Paul has been listed in the Doyles' guides as one of the top 3 pre eminent lawyers in the area of Leading Wills, Estates & Succession Planning Lawyers in NSW.

He is highly experienced in assisting a range of clients, including high net worth individuals in transferring and protecting their wealth and during his time in London, he specialised in inheritance tax mitigation.

Paul also provides continuing legal education for solicitors and other professionals and is a regular speaker on Wills and Estate Law at Estate Planning, Estate Administration, and Superannuation seminars.

 

Filming and Photography

Please be aware that this webinar organised by the College of Law may be recorded for use on our websites, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness and/or voice.